Tim Vipond – CFI Education – Dashboards & Data Visualization

Description

Tim Vipond – CFI Education – Dashboards & Data Visualization download, Tim Vipond – CFI Education – Dashboards & Data Visualization review, Tim Vipond – CFI Education – Dashboards & Data Visualization free
Tim Vipond – CFI Education – Dashboards & Data Visualization
Dashboards & Data Visualization
Financial models are essentially decision-making tools. This course demonstrates how best to present information to decision-makers.

Use whitespace to effectively illustrate data
Learn how to build a narrative using visuals
Design great-looking charts, including line charts, column charts, and more

Overview
Recommended Prep Course
These preparatory courses are optional, but we recommend you to complete the stated prep course or possess the equivalent knowledge prior to enrolling in this course:

Excel Crash Course

Excel dashboards course overview
This in-depth dashboards course will teach you how to build a custom Excel dashboard using professional data visualization techniques. By the end of the course, you will have a solid understanding of how to tell a story by combining data, charts, graphs, and other visuals.
Who should take this Excel dashboards course?
This Excel dashboards course should be taken by any type of financial analyst working in corporate finance. This includes financial planning & analysis (FP&A), corporate development, equity research, and investment banking.
This data visualization course is designed for professionals who are responsible for presenting financial information to management and executives at their businesses.  Anyone who wants to learn how to present clean, focused and impactful information will benefit from this course.
This course will cover the basics of data visualization basics, then go over the theory and specific concepts that drive data visualization. You will learn how to develop effective storytelling techniques by utilizing the best selection, design, and presentation of charts and graphs. Finally, you’ll learn how to build the perfect chart and graphs to effectively communicate the story behind your data.
What will you learn in this dashboard & data visualization course?
This course will teach you all about the most important data visualization techniques, including:

How to focus attention
How to use white space effectively
Storytelling with data
Narrative techniques
A variety of visuals
How to use affordances
Storyboarding

Additionally, this online course will teach you how to create a dashboard in Excel from scratch. The main dashboard topics covered in this class include:

Page layout and design
Line charts
Area charts
Column and bar charts
Gauge charts
Formatting and design

What’s included in this dashboard & data visualization course?
Purchasing  the full dashboards and data visualization course includes:

Step by step instruction
Excel dashboard techniques
Design and formatting tips
Excel dashboard templates (downloadable)

What you’ll learn
Introduction

Course introduction

Objectives

Downloadable files

Storytelling with data

Data visualization

Bad vs good visuals

Interactive exercise 1
Context

Objectives

Know your audience

Tailor your message

The main idea

Storyboarding

Interactive exercise 2
Visuals

Objectives

Text, tables and heatmap

Line chart

Scatter plot

Column and bar charts

Combination charts

Tornado chart

Waterfall chart

Gauge and bullet charts

Interactive exercise 3

What not to do

Visual exercise

Visual exercise – solution and demonstration
Focusing Attention

Focusing attention objectives

Pre-attentive attributes

Examples of pre-attentive attributes

Color

Enclosure

Shape and positioning

Other attributes

Interactive exercise 4

Focusing attention exercise

Focusing attention exercise – solution and demonstration Draft
Design Principles

Objectives

Guides

Accessibility

Color Blindness

Aesthetics

Interactive exercise 5
Dashboard #1

Objectives

Downloadable files

Why use dashboards

Executive decision making

Dashboard making process

Interactive exercise 6

Page orientation and print area

Making sections

Two-series line chart

Area chart

Column and marker chart

Gauge charts – data setup

Gauge charts – doughnut

Gauge charts – pie

Creating multiple gauge charts

Dashboard #1 final product
Dashboard #2

Dashboard #2 preview

Downloadable files

Page layout and heading

Stacked column chart

Setting up for actual vs forecast

Combo – stacked column and line chart

Waterfall chart

Stacked area chart

Five-year performance summary table

Sparklines

Conditional formatting for variance analysis

P&L summary and balance sheet summary

Dashboard #2 final product
Dashboard #3

Dashboard #3 preview

Downloadable files

Net earnings waterfall

Combo – cash flow and cash balance

Bullet charts preview

Creating bullet chart

Formatting bullet charts

Setting up data tables for bullet charts

Dashboard #3 final product

Excel vs BI Dashboard Tools
Conclusion

Summary
Qualified Assessment

Qualified assessment